Workload by person
L1 ownsL2 contributesL3 reviews
| Person | Opportunities | L1 | L2 | L3 | Total |
|---|
Counts cover people on the presales roster (Manage people on the Allocations tab). Select a person to open their allocations.
By salesperson
| Sales | Opps | L1 presales |
|---|
By area
| Area | Opps | Vineet L1 |
|---|
Needs a decision
| Account / Opportunity | L1 Presales | L2 Presales | L3 Presales | Sales team (WinWire, NTT or MS) | Comments |
|---|
No allocations match these filters.
L1 owns presales for the opportunity: first call onward, scoping, estimates, SOW, customer sessions. L2 contributes defined components: architecture, estimates, demos, proposal packaging. L3 is backend review, SME on request, or executive presence. Write "(agreed)" or "(proposed)" after a name to mark it; select a row to edit it.